Cohortum

Steps

Read the Steps chart to see the most common paths users take from a start point and exactly where they drop off, step by step.

Steps is the first tab in every analysis workspace, and it turns your raw event log into a step-by-step path tree. It's a modified take on the familiar Sankey diagram — reworked to trace long chains of steps and let you analyze them in depth, rather than just showing a few flows side by side. You get to see the routes users actually take through your product — and where they fall away.

What the Steps chart shows

Picture a tree that grows one step at a time down from a START row. Each column is a step. Each colored block is an event, and how wide a block is tells you how many users reached that event at that step. As users branch onto different next events or just stop, the blocks below get narrower. That shrinking width is the drop-off.

You never pick the steps ahead of time — Cohortum builds the tree from your data. It starts with the most common first event, then the most common events that followed it, and keeps going. So the tree fans out across every path that matters, not just the one you guessed.

The Steps tab showing a START row at the top and several columns of colored event blocks that narrow with each step
A full Steps chart: START at the top, then one column per step. Wider blocks carried more users.

How to read the Steps chart

Three habits get you most of the way:

  • Follow the widest chain. The blocks that stay wide from START on down are your most-traveled path. That's what most people actually do — often not the flow you designed.
  • Watch where a block narrows sharply. A step much thinner than the one above it is where users drop off. If "Video clicked" leads into a step where only a sliver continues to "Page pagination clicked," that gap is where you're losing people.
  • Compare siblings. When one event splits into several next events, the relative widths tell you which branch wins. A fat branch next to a thin one out of the same block is a preference signal.
Hover for the exact numbers

Widths are proportional, so eyeballing gets you the shape. Hover any block to see its event name, precise user count, and the step-to-step conversion from the block above it.

Steps vs. Transitions vs. Journey

Steps, Transitions, and Journey all show how users move through your product, but each one answers a different question. Grab Steps first when you want a single full path traced from one start point.

StepsTransitionsJourney
UnitOne full prefix path from STARTPairwise event → event hopsFrequent multi-step paths
Drop-offShown per step as narrowing widthShown per edge weightShown along mined routes
Best forWhere a single flow leaks, step by stepExactly what follows a given eventThe overall shape when paths branch and remerge

Grab Transitions when all you care about is the immediate next step from any event. Grab Journey when paths branch and remerge a lot and you want the common multi-step sequences instead of a strict prefix tree.

The Steps toolbar

The controls across the top of the canvas reshape the chart without touching your underlying filters:

ControlWhat it does
Orientation toggleSwitch between Vertical view (steps flow top-to-bottom) and Horizontal view (left-to-right).
Direction toggleForward grows the tree from the start event onward; Backward grows it from an endpoint back in time, so you can ask "what led up to this?"
N stepsSets how many steps deep the tree goes (default 20 steps). Fewer steps keep it readable; more reveal long paths.
CompareOpens the Compare dialog to color the chart by two groups or a numeric split.
Users countA live count of the users in the current view, e.g. 8.4k users.
Export as PNGDownloads a framed image of the chart (see Export as PNG).
Share linkCopies an in-app link to a snapshot of the current state (see Share links).
SaveSaves the analysis so you can reopen or share it later.

You won't find the Min users: N% threshold here — it lives on the Transitions and Journey tabs. On Steps, the step count and direction control density instead.

Build lives at the bottom

Build and Find insights sit in a bar at the bottom of the workspace. Nothing in the toolbar or left panel takes effect until you click Build — more on the two buttons below.

The left panel: scoping your data

Every tab, Steps included, is scoped by the same collapsible left panel: the Source, date range, Session range, the Filter block, the Path window, and the Events checklist that decides which events become blocks in the tree. Only the events you include show up in the chart. See The left panel for a full walkthrough of every control and every filtering option.

Events are shared, colors and names are yours to set

Block colors and display names come from the Events catalog, where you can rename, recolor, and exclude events at Personal or Project scope. Recolor an event there and it changes across every visualization.

Drilling into a path

Any block or prefix in the chart is a real slice of users — the people who took exactly that sequence of steps. Select it to open the right side-panel, where you can turn that slice into something you'll reuse.

Click a step or prefix
Click a block to select the path from START down to it. The right side-panel opens with the selected sequence and its user counts.
Explore cohort
Choose Explore cohort to open a fresh analysis scoped to just those users, so you can see how that segment behaves across every tab.
Save cohort
Choose Save cohort to keep the slice as a named segment in User Cohorts. It carries a Steps origin, so you can always trace where it came from.
A selected path in the Steps chart with the right side-panel open, showing the step sequence and the Explore cohort and Save cohort actions
Selecting a prefix opens the side-panel, where Explore cohort and Save cohort turn the slice into a segment.

Build vs. Find insights

Two buttons sit at the bottom of the workspace, and they do different jobs:

  • Build recomputes the chart after you change the source, filters, events, step count, or direction. While it runs, the label reads Computing…. Nothing in the toolbar or left panel takes effect until you build.
  • Find insights turns Cohortum's own insight engine loose on the current view, surfacing standout patterns you'd likely miss by eye — say, a step where one cohort over-indexes, or a metric that runs unusually high on a branch. The button counts what it found (3 insights) or tells you No insights found.

Events level vs. Sessions level

Steps shows up in both Events Analysis and Sessions Analysis — separate entry points in the left nav. At the Events level, each block is a raw event. At the Sessions level, the same chart is built on session types, so a step stands for a kind of session rather than a single event.

The reading rules — follow the widest chain, watch for sharp narrowing, compare siblings — carry over unchanged. Two scoping controls differ:

  • Path window disappears entirely at the Sessions level.
  • The per-event Events checklist becomes a session types list, so you include and exclude kinds of session rather than individual events.

Everything else in the left panel and toolbar works the same at both levels.

Reading an example

Here's how the pieces come together on a typical onboarding investigation:

Scope, then Build
Pick your web-events source, set the date range to the last 30 days, and add a filter for country = US. Click Build.
Spot the narrowing
The widest chain runs START → Signed up → Created project. Below Created project the tree narrows hard: of the 4.2k users who created a project, only 900 reach Invited teammate at the next step. That collapse is your leak.
Drill the prefix
Click the Created project block to select the START → Signed up → Created project prefix. The right side-panel opens with the 4.2k users and their exact sequence.
Save the cohort
Choose Save cohort to keep those 4.2k users as a named segment in User Cohorts, tagged with a Steps origin.
Follow the thread
Open that cohort in Journey to see where the 3.3k who didn't invite a teammate went instead, or in Clusters to see whether they split into distinct behavioral groups.